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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,692 | $84,233-56.4% | $170,436-78.5% | $70,131-47.7% |
| Participation rate | 31.7% | 70.8%-39.1pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 3.84% | 23.06%-19.2pp | 205.94%-202.1pp | 73.14%-69.3pp |
| Employer contribution / active EE | $1,132 | $3,387-66.6% | $5,433-79.2% | $2,342-51.7% |
| Participant deferral / active EE | $2,666 | $3,086-13.6% | $4,939-46.0% | $3,332-20.0% |
| Admin fee / account holder | $1,917 | $5,698-66.4% | $13,880-86.2% | $4,645-58.7% |